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Current Employers
Rfg Advisory, Llc

1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-11-12
TX RA APPROVED 2025-11-05
  • AZ RA
    APPROVED
    Since 2025-11-12
  • TX RA
    APPROVED
    Since 2025-11-05

Branch Locations

51 West Hollamon Street, Camp Verde, AZ 86322 • United States

1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Independent Financial Group Llc Camp Verde AZ 12/2013 11/2025
Private Client Services Camp Verde AZ 11/2025 Present
Rfg Advisory Llc Dba Cambium Wealth Partners Camp Verde AZ 11/2025 Present
  • 12/2013 → 11/2025
    Camp Verde, AZ
  • 11/2025 → Present
    Private Client Services
    Camp Verde, AZ
  • 11/2025 → Present
    Rfg Advisory Llc Dba Cambium Wealth Partners
    Camp Verde, AZ
Previous Registrations
Other Businesses

1)RFG Advisory LLC. 1400 Urban Center Dr., Suite 475, Vestavia Hills, AL 35243. RIA. 160 hrs/mo; 160 during trading hrs. 2)TT3. An LLC created to manage tax liability and personal liability. Owner. The LLC collects revenues from commissions and wages. 120 hrs/mo; 120 during trading hrs. Investment related. 3)Rotary International. Cottonwood, AZ. Service club activities. Member and program chairman. 6 hrs/mo; 6 during trading hrs. Not investment related. 4)The Pinnacle Group. 12724 Gran Bay Pkwy, Bldg 1, Ste 150 , Jacksonville , FL 32258. Insurance IMO. Agent / VA / Life. 10 hrs/mo; 10 during trading hrs. Investment related. 5)Karabi LLC. Apartments. My wife and I own the LLC with our children. We own 60%. 4 hrs/mo; 1 during trading hrs. Not investment related. 6)Cambium Wealth Partners. 51 West Hollamon Street, Camp Verde, AZ 86322. DBA. Dually Registered Advisor. 160 hrs/mo; 160 during trading hrs. Investment related. 7)Health Works Foundation; 765 N Butler Lane, Camp Verde, AZ 86322; BOARD MEMBER; 1 hrs/mo; 1 during trading hrs; Not Investment Related 8)Ash Brokerage. 888 S. Harrison St. Fort Wayne, IN. 46802. Insurance IMO. Agent/VA/Life. 10 hrs/mo; 10 during trading hrs. Is investment related.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-10-26
S63 Uniform Securities Agent State Law Examination 1982-02-12
  • S65 Uniform Investment Adviser Law Examination
    1998-10-26
  • S63 Uniform Securities Agent State Law Examination
    1982-02-12
Designations
Other Names
  • (Iii) John Thomas Taylor
  • Tom Taylor

View on SEC IAPD

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